Andy Wester
Analyst-Equity chez Proficio Capital Partners LLC
Postes actifs de Andy Wester
Sociétés | Poste | Début | Fin |
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Proficio Capital Partners LLC
Proficio Capital Partners LLC Investment ManagersFinance Proficio Capital Partners LLC (Proficio) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Newton, Massachusetts. The firm was founded by Matthew Wosk and Robert Haber in 2014. Proficio provides discretionary investment advisory services to high-net-worth individuals and their families and to the advisor of privately placed, insurance dedicated, funds that only market to high-net worth clients. The firm also provides advice as a sub-adviser to a Canadian investment adviser as an unregistered foreign adviser in Ontario. | Analyst-Equity | 01/12/2014 | - |
Membre du Comité d'Investissement | 01/12/2014 | - |
Historique de carrière de Andy Wester
Formation de Andy Wester
The Isenberg School of Management | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 3 |
Opérationnelle
Analyst-Equity | 1 |
Investment Committee Member | 1 |
Undergraduate Degree | 1 |
Sectorielle
Finance | 2 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 1 |
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Proficio Capital Partners LLC
Proficio Capital Partners LLC Investment ManagersFinance Proficio Capital Partners LLC (Proficio) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Newton, Massachusetts. The firm was founded by Matthew Wosk and Robert Haber in 2014. Proficio provides discretionary investment advisory services to high-net-worth individuals and their families and to the advisor of privately placed, insurance dedicated, funds that only market to high-net worth clients. The firm also provides advice as a sub-adviser to a Canadian investment adviser as an unregistered foreign adviser in Ontario. | Finance |
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